Global markets

Emerging markets are growing at least three times faster than the demographically challenged developed economies.  Powerful supporting dynamics includes younger, upwardly mobile populations, urbanisation with the shift from agrarian to service jobs, greater female workforce participation and a broadly improved education system. continue…

by David Buckland Posted in Global markets.

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The S&P 500 -6.9 per cent; the Australian All Ordinaries Index -7.2 per cent; the Nikkei 225 -14.1 per cent; the MSCI Emerging Markets Index -19 per cent; the Shanghai Composite Index -28.6 per cent – it sure was a tough September 2015 Quarter. continue…

by David Buckland Posted in Global markets, Montgomery News and Updates.

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As Fiscal 2015 draws to a close and Greece defaults on its debt repayments, let’s take a look at the year that was. The Australian market, excluding reinvestment of dividends, has continued to trade sideways, up 1.3 per cent from 5,382 to 5,451. continue…

by David Buckland Posted in Economics, Global markets.

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We recently wrote about the proliferation of Chinese deception of foreign investors and the regulator’s inability to do anything about it other than delist the companies, which they won’t do, presumably to maintain a healthy trading relationship. continue…

by Roger Montgomery Posted in Global markets, Manufacturing.

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In the media last week, we emphasized the prospects for a hard landing in Australia. Being tied, by commodities, to the slowing growth of China puts Australia in the path of a serious economy malaise. Since 2010 we have been warning investors about the declining iron ore prices, Australian dollar and employment prospects. Back then China’s growth was being advertised at 12 per cent – fuelled in no small part by the property glut that was under construction. continue…

by Roger Montgomery Posted in Energy / Resources, Global markets.

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In this interview with Ticky Fullerton on ABC’s The Business on 6 May 2014, Roger looks at the Chinese export and property industries, and how they impact the Australian economy. Watch here.

by Roger Montgomery Posted in Economics, Global markets.

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The Nasdaq fell more than 3 per cent overnight. What’s behind it? continue…

by Roger Montgomery Posted in Global markets.

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In this interview with Ticky Fullerton on ABC’s The Business on 8 February 2014, I discuss the implications of the recent Australia-Japan Free Trade Agreement, and the moves that should have been made instead – starting with a comprehensive tax review. Watch here.

by Roger Montgomery Posted in Global markets.

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Condemnation of Russia’s annexation of Crimea by Ukraine’s northern and western neighbours has been surprisingly quiet, and once again the US has been left to do the heavy lifting in terms of playing “global sheriff”. continue…

by David Buckland Posted in Economics, Global markets.

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By Derek Scissors, published in the South China Morning Post

People are going to be discussing the flaws of Chinese finance for many years. Here’s a helpful guide: as soon as you see or hear “China’s Lehman moment” used seriously, stop paying attention. continue…

by Guest Author Posted in Global markets.

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